BACKGROUND OF THE INVENTION
[0001] The disclosed technology relates to reduction of turbo sludge formation in the course
of lubricating a turbo-charged, sump-lubricated gasoline internal combustion engine
which is susceptible to contamination of lubricant with liquid fuel.
[0002] Modern engine lubricants are formulated to provide performance in a number of important
areas. One of these areas is the minimization of sludge and related deposits in the
engine. Problems with excessive sludge formation have historically been associated
with extensive stop-and-go driving particularly during cold, damp weather conditions.
Sludge formation in the crankcase and oils passages of an engine can seriously limit
the ability of the crankcase oil to lubricate the engine effectively. To address this
problem, most engine lubricants contain dispersants such as succinimide dispersants
of various types, and these have usually been quite effective at retaining sludge-forming
materials in solution or dispersion. An example of the use of a succinimide dispersant
to address problems of sludge is reported in
U.S. patent 6,770,605, Stachew et al., August 3, 2004.
[0003] Recently, however, new sludge problems have appeared. Sludge and deposits have been
observed, especially in turbo-charged engines, and in particular turbo-charged gasoline
(spark-ignited) engines, for instance, on the cylinder head and in the lubricant sump.
This heavy sludge and deposit formation may lead to bearing oil starvation and blockage
of the oil feed filter and, in extreme cases, to catastrophic engine failure. These
problems seem more severe in engines that are fueled with certain grades of gasoline.
This "turbo-sludge" problem has been resistant to solution by the customary use of
dispersants.
[0004] Lubricants for internal combustion engines, including those equipped with turbochargers,
are known. For example,
U.S. Patent 6,458,750, Dardin et al., October 1, 2002, discloses an engine oil composition with reduced deposit-formation tendency, including
an alkyl alkoxylate. Deposit formation is evaluated in terms of, among other things,
turbo deposition in heavy diesel engines.
U.S. Patent 6,586,276, Nakanishi et al., July 1, 2003, discloses a heat resistant and oxidation resistant lubricating oil composition which
includes a polyphenyl-thiocther as an antioxidant or a lubricating base oil component.
A heat resistant base oil may be used. The lubricant is suitable for automobile engines
such as turbo engines, and jet engines and gas turbines operated at high speed and
high temperature. U.S. Patent Application Publication
US 2003/0162674, Scott, August 28, 2003, discloses a heavy duty diesel engine lubricating oil comprising a Group III basestock,
a detergent composition, and one or more other additives. The lubricant is said to
minimize the loss of efficiency of a turbo-charger included in the engine assembly.
[0005] It is believed that the prior art does not recognize the unique difficulties associated
wilh turbo sludge nor does it provide a way to minimize the turbo sludge.
SUMMARY OF THE INVENTION
[0006] The disclosed technology provides a method for lubricating a. turbo-charged, gasoline
sump-lubricated internal combustion engine in accordance with claim 1.
DETAILED DESCRIPTION OF THE INTENTION
[0007] Various features and embodiments will be described below by way of non-limiting illustration.
[0008] The present inventors have analyzed turbo sludge and determined that chemically it
is not obviously different from ordinary engine sludge. Both are substantially carbonaceous
or hydrocarbonaceous materials which may contain organic acids. However, turbo sludge
appears to be more brittle than ordinary sludge and consists of discrete particles
of sediment of millimeter and sub-millimeter size (e.g, 0.1 to 1 mm).
[0009] The turbo sludge formation appears to be more prominent or more often formed when
certain gasoline grades are used as fuels. Gasolines in general are hydrocarbon distillate
fuels in the gasoline range, such as those meeting the specifications given in American
Society for Testing and Materials Specification D-439, "Standard Specification for
Automotive Gasoline." Gasolines may generally have a boiling range of 30 to 215°C
or, more precisely, as defined by ASTM specification D86-00 for a mixture of hydrocarbons
having a distillation range from about 60°C at the 10% distillation point to about
205°C at the 90% distillation point. Gasoline is typically composed of a mixture of
various types of hydrocarbons including aromatics, olefins, paraffins, isoparaffins,
naphthenes and occasionally diolefins. Liquid fuel compositions comprising non-hydrocarbonaceous
materials such as alcohols, ethers, and organo-nitro compounds (e.g., methanol, ethanol,
diethyl ether, methyl ethyl ether, methyl t-butyl ether, nitromethane) may also benefit
from the present invention. The gasoline may have a sulphur content of less than or
equal to 50 parts per million by weight or alternatively less than 30 or 20 or 15
or 10 parts per million, and a lower level of 0 or 0.1 or 0.5 or 1 or 2 parts per
million. The gasoline may have any of the conventional octane ratings and may contain
the conventional additives used for treatment of gasoline, e.g., solvents, anti-knock
compounds, detergents, dispersants, fluidizers, and scavengers. Gasolines may also
include materials prepared by a Fischer-Tropsch gas to liquid process and emulsified
water-blended fuel compositions as described, for instance, in
U.S. Patent 6,858,046, Daly et al., February 2, 2005.
[0010] The present inventors have determined that the problem of turbo sludge tends to be
more severe when fuels are used which contain a relatively higher percentage of high
boiling material and which contain a relatively large fraction of cyclic materials
such as aromatics, in particular, relatively high boiling (>150°C) cyclic materials
such as aromatics. In some such severe fuels, there may also be a relatively high
percentage of naphthenic fraction (also called cycloparaffins). It will be recognized,
however, that there may be other parameters as well in determining the sludge-forming
tendency of a fuel. Focusing on the boiling range, for instance, a "clean" fuel (one
which produces little or no turbo sludge) may have a boiling range such that 10 percent
or even less of the fuel boils above 150°C at atmospheric pressure. On the other hand,
in a "dirty" fuel, 30 percent or more (or greater than 10 percent, 15 percent, 20
percent, or 25 percent) may boil above 150°C. The high boiling fraction appears to
comprise aromatic or naphthenic components, including aromatic materials having one
or more hydrocarbyl substituents totalling 3 or more carbon atoms, or alternatively
polycyclic paraffins such as "decalin" (decahydronapthalene) and other closely related
dicyclic species. An appreciable fraction (e.g., 4-15%, 5-12%, or 6-10%) of such fuels
may boil in the range of 180 to 200°C or 184 to 196°C. Thus a "clean" fuel may contain
5 percent or less of aromatics (e.g., 3% or less or 1% or less, such as down to 0.1
or 0.5%) and a "dirty" fuel may contain larger amounts of aromatics, e.g., greater
than 5 percent, 10 percent, 12 percent, or 14 percent. An upper amount of aromatic
component or naphthenes in such a fuel is not rigidly defined but may be, in certain
embodiments, up to 30 percent or 20 percent by weight. These values, of course, may
not always be definitive if other factors may be important for a given fuel, such
as sulfur content, aromatic content, olefins content, ratio of monocyclic to dicyclic
naphthenes, or isoparaffin content.
[0011] White not wishing to be bound by any theory, the inventors speculate that cyclic
(or other deleterious) materials as described above may find their way into the lubricant
system as a contaminant and may be retained there for comparatively longer times because
of their higher boiling temperatures, compared to other portions of the fuel contaminant.
These materials and the lubricant in which they are contained, will be, during the
course of lubrication, be exposed to the high temperatures of a turbocharger, which
are typically higher than temperature encountered during lubrication of a conventional
engine, e.g., at least 180°C or at least 200°C or at least 250°C or even at least
300°C. Under these conditions, the lubricant mixture deteriorates, leading to the
formation of the turbo sludge. Whether the naphthenic component of the gasoline itself
(or its decomposition product) becomes a major component of the turbo sludge, or whether
the naphthenic component catalyzes formation of turbo sludge from components of the
lubricant itself, or some combination thereof, is not known with certainty. However,
it is proposed that the turbo sludge or precursors thereof may be formed initially
within the turbocharger but then be washed away by additional lubricant and thereby
accumulate in other parts of the engine such as the sump.
[0012] The problem of turbo sludge is reduced or eliminated by use of a lubricant that comprises
an oil of lubricating viscosity, at least 0.5% by weight of an aminic antioxidant,
and less than 2 percent by weight of a hindered phenolic antioxidant, typically, other
additives. Thus, the present technology includes the use of the antioxidant or antioxidants
as described herein in such a lubricant to reduce or eliminate turbo sludge.
[0013] The oil of lubricating viscosity, or base oil, used in the inventive lubricating
oil compositions may be selected from any of the base oils in Groups I-V as specified
in the American Petroleum Institute (API) Base Oil Interchangeability Guidelines.
The five base oil groups are as follows:
| Base Oil |
|
|
|
Viscosity |
| Category |
Sulfur (%) |
|
Saturates (%) |
Index |
| Group I |
>0.03 |
and/or |
<90 |
80 to 120 |
| Group II |
≤0.03 |
and |
≥90 |
80 to 120 |
| Group III |
≤0.03 |
and |
≥90 |
≥120 |
| Group IV |
All polyalphaolefins (PAOs) |
|
| Group V |
All others not included in Groups I, II, III or IV |
|
Groups I, II and III are mineral oil base stocks. The oil of lubricating viscosity,
then, can include natural or synthetic lubricating oils and mixtures thereof. Mixtures
of mineral oil and synthetic oils, particularly polyalphaolefin oils and polyester
oils, are often used. In certain embodiments of the present invention, the oil used
to form the final lubricant composition (including contributions from oil used as
diluent oil for additives) may contain at most 60 percent by weight Group 1 oil, or
at most 40 or 20 or 10 %. In such cases, a complementary amount of the oil may be
group II, III, IV, or V.
[0014] Natural oils include animal oils and vegetable oils (e.g. castor oil, lard oil and
other vegetable acid esters) as well as mineral lubricating oils such as liquid petroleum
oils and solvent-treated or acid treated mineral lubricating oils of the paraffinic,
naphthenic or mixed paraffinic-naphthenic types. Hydrotreated or hydrocracked oils
are included within the scope of useful oils of lubricating viscosity.
[0015] Oils of lubricating viscosity derived from coal or shale are also useful. Synthetic
lubricating oils include hydrocarbon oils and halosubstituted hydrocarbon oils such
as polymerized and interpolymerized olefins and mixture thereof, alkylbenzenes, polyphenyl,
(e.g., biphenyls, terphenyls, and alkylated polyphenyls), alkylated diphenyl ethers
and alkylated diphenyl sulfides and their derivatives, analogs and homologues thereof.
Alkylene oxide polymers and interpolymers and derivatives thereof, and those where
terminal hydroxyl groups have been modified by, for example, esterification or etherification,
constitute other classes of known synthetic lubricating oils that can be used. Another
suitable class of synthetic lubricating oils that can be used comprises the esters
of dicarboxylic acids and those made from C5 to C12 monocarboxylic acids and polyols
or polyol ethers.
[0016] Other synthetic lubricating oils include liquid esters of phosphorus-containing acids,
polymeric tetrahydrofurans, silicon-based oils such as the polyalkyl-, polyaryl-,
polyalkoxy-, or polyaryloxy-siloxane oils, and silicate oils.
[0017] Hydrotreated naphthenic oils are also known and can be used. Synthetic oils may be
used such as those produced by Fischer-Tropsch reactions and typically may be hydroisomerized
Fischer-Tropsch hydrocarbons or waxes. In one embodiment oils may be prepared by a
Fischer-Tropsch gas-to-liquid synthetic procedure as well as other gas-to-liquid oils.
[0018] Unrefined, refined and rerefined oils, either natural or synthetic (as well as mixtures
of two or more of any of these) of the type disclosed hereinabove can used in the
compositions of the present invention. Unrefined oils are those obtained directly
from a natural or synthetic source without further purification treatment. Refined
oils are similar to the unrefined oils except they have been further treated in one
or more purification steps to improve one or more properties. Rerefined oils are obtained
by processes similar to those used to obtain refined oils applied to refined oils
which have been already used in service. Such rerefined oils often are additionally
processed by techniques directed to removal of spent additives and oil breakdown products.
[0019] The amount of the base oil in the lubricant composition will typically be the amount
of the composition remaining after the other named components and additives are accounted
for. The amounts reported herein, unless otherwise indicated, are amounts exclusive
of any amount of contamination that may be present in the lubricant, derived from
the fuel or components of the fuel. In general, the amount of oil of lubricating viscosity
50 to 99 percent by weight, more commonly 80 to 97 percent by weight or 85 to 95 or
88 to 93 percent by weight. The amount of diluent oil that may be included within
any additive components is to be considered as added to and a part of the base oil.
Alternatively, the composition of the present invention may itself be provided as
a concentrate intended to be mixed with further base oil in order to prepare the final
lubricant composition. In such a case the amount of base oil may be 20 to 80 percent
or 21 to 75 or 22 to 70 or 23 to 60 or 24 to 50 or 25 to 40 or 30 to 40 percent by
weight.
[0020] Aminic antioxidants are themselves well known materials. This component will typically
be an aromatic amine, and often a diarylamine, of the formula

wherein R
5 is a phenol group or a phenyl group substituted by R
7, and R
6 and R
7 are independently a hydrogen or an alkyl group containing from 1 up to 24 carbon
atoms. In certain embodiments, R
5 is a phenyl group substituted by R
7, and R
6 and R
7 are alkyl groups containing 4 to 20 or 6 to 16 or 8 to 12 or 8 to 10 carbon atoms,
or, in some embodiments, about 9 carbon atoms. In some embodiments R
6 is an alkyl group as described and R
7 is hydrogen, and in some embodiments there is a mixture of materials in which R
7 is H in some molecules and is an alkyl group in other molecules. In one embodiment,
the aminic anti-oxidant comprises an alkylated diphenylamine such as nonylated diphenylamine
of the formula

Mixtures of the mono- and di-C9 substituted materials are commonly used Other aminic
antioxidants include N-phenyl-α-naphthylamine, N-phenyl-β-naphthylamine, tetramethyldiaminodiphenylmethane,
anthranilic acid, phenothiazine, 4-(phenylamino)phenol, and akylated derivatives of
any of the foregoing, the alkyl (or hydrocarbyl) groups typically having sufficient
length to impart a measure of oil solubility.
[0021] Specific examples of aminic antioxidants include monoalkyldiphenyl amines such as
monooctyldiphenyl amine and monononyl diphenyl amine; dialkyldiphenyl amines such
as 4,4'-dibutyldiphenyl amine, 4,4'-dipentyl-diphenyl amine, 4,4'-dihexyldiphenyl
amine, 4,4'-diheptyldiphenyl amine, 4,4'-dioctyldiphenyl amine and 4,4'-dinonyldiphenyl
amine; polyalkyldiphenyl amines such as tetra-butyldiphenyl amine, tetra-hexyldiphenyl
amine, tetra-octyldiphenyl amine, and tetra-nonyldiphenyl amine; the naphthylamines
such as α-naphthylamine and phenyl-α-naphthylamine; butylphenyl-α-naphthylamine, pentylphenyl-α-naphthylamine,
hexylphenyl-α-naphthylamine, heptyl-phcnyl-α-naphthylamine, octylphenyl-α-naphthylamine,
and nonylphenyl-α-naphthylamine. Of these, dialkyldiphenyl amines and naphthylamines
are commonly used.
[0022] Aromatic amine antioxidants are believed to exercise their antioxidant activity by
breaking peroxidative chain reactions which lead to deterioration of the oil or other
components within the oil.
[0023] The amount of the aminic antioxidant is at least 0.5% or 1.0 or 2.0 % by weight.
The upper limits are not rigidly defined but the amounts may be less than 10% or 8%
or 5% or 3% by weight.
[0024] It has been found that, unexpectedly, one other very common class of antioxidants,
hindered phenolic antioxidants, is not particularly helpful in reducing turbo sludge
and in some instances is deleterious. Accordingly, in certain embodiments of the resent
invention the amount of phenolic antioxidant is limited to amounts that use less than
2 percent by weight or less than 1 percent or less than 0.5 percent of the lubricant,
or less than 0.3%, 0.1%, 0.05%, or 0.01%, or in which the lubricant is substantially
free from phenolic antioxidants, i.e., an amount near zero percent characteristic
of incidental contamination. Appropriate minimum amounts of hindered phenolic antioxidants
may include 0.005, 0.01, 0.05, or 0.1 percent by weight. It is recognized, however,
that certain amounts of hindered phenolic antioxidants may be desirable for other
performance properties. In that case, amounts as high as 0.3 or 0.5 or 0.8 percent
by weight may be acceptable. It is desirable, in some embodiments, that the amount
of the aminic antioxidant be equal to or greater than that of the hindered phenolic
antioxidant. In certain embodiments, the amount of aminic antioxidant may be greater
than 0.5% and the amount of phenolic antioxidant may be less than 1% and/or the amount
of aminic antioxidant may be greater than the amount of phenolic antioxidant. In certain
embodiments the amount of the aminic antioxidant exceeds that of the hindered phenolic
antioxidant by at least 0.5%, e.g., 1.5% aminic and 1.0% hindered phenolic. In certain
embodiments the weight ratio of aminic to hindered phenolic antioxidant is greater
than 1.5:1 or greater than 2:1 or greater than 5:1. The various numerical limits and
relative amounts of antioxidants disclosed herein may be combined one with another.
[0025] The hindered phenolic antioxidants (which may be omitted from the present lubricants
or present in relatively low amounts) may be of the general formula

wherein R
4 is an alkyl group containing 1 to 24, or 4 to 18, carbon atoms and a is an integer
of 1 to 5 or 1 to 3, or 2. The phenol may be a butyl substituted phenol containing
2 or 3 t-butyl groups, such as

The para position may also be occupied by a hydrocarbyl group or a group bridging
two aromatic rings. In certain embodiments the para position is occupied by an ester-containing
group, such as, for example, an antioxidant of the formula

wherein R
3 is a hydrocarbyl group such as an alkyl group containing, e.g., 1 to 18 or 2 to 12
or 2 to 8 or 2 to 6 carbon atoms; and t-alkyl can be t-butyl. Such antioxidants are
described in greater detail in
U.S. Patent 6,559,105.
[0026] Other antioxidant, however, may be present if desired, in conventional amounts. They
may have a beneficial effect on turbo sludge, but typically significantly less than
that of the aminic antioxidant. Examples of other types of antioxidants include sulfurized
olefins such as mono-, or disulfides or mixtures thereof. These materials generally
have sulfide linkages having 1 to 10 sulfur atoms, for instance, 1 to 4, or 1 or 2.
Materials which can be sulfurized to form the sulfurized organic compositions of the
present invention include oils, fatty acids and esters, olefins and polyoletins made
thereof, terpenes, or Diels-Alder adducts. Details of methods of preparing some such
sulfurized materials can be found in
U.S. Pat. Nos. 3,471,404 and
4,191,659. Molybdenum compounds can also serve as antioxidants, and these materials can also
serve in various other functions, such as antiwear agents. The use of molybdenum and
sulfur containing compositions in lubricating oil compositions as antiwear agents
and antioxidants is known.
U.S. Pat. No. 4,285,822, for instance, discloses lubricating oil compositions containing a molybdenum and
sulfur containing composition prepared by (1) combining a polar solvent, an acidic
molybdenum compound and an oil-soluble basic nitrogen compound to form a molybdenum-containing
complex and (2) contacting the complex with carbon disulfide to form the molybdenum
and sulfur containing composition.
[0027] Other additives that may be used in the lubricants of the present invention include
one or more metal-containing detergents. Metal-containing detergents are typically
overbased materials, or overbased detergents. Overbased materials, otherwise referred
to as overbased or superbased salts, are generally homogeneous Newtonian systems characterize
by a metal content in excess of that which would be present for neutralization according
to the stoichiometry of the metal and the particular acidic organic compound reacted
with the metal. The overbased materials are prepared by reacting an acidic material
(typically an inorganic acid or lower carboxylic acid, such as carbon dioxide) with
a mixture comprising an acidic organic compound, a reaction medium comprising at least
one inert, organic solvent (e.g., mineral oil, naphtha, toluene, xylene) for said
acidic organic material, a stoichiometric excess of a metal base, and a promoter such
as a phenol or alcohol and optionally ammonia. The acidic organic material will normally
have a sufficient number of carbon atoms, for instance, as a hydrocarbyl substituent,
to provide a reasonable degree of solubility in oil. The amount of excess metal is
commonly expressed in terms of metal ratio. The term "metal ratio" is the ratio of
the total equivalents of the metal to the equivalents of the acidic organic compound.
A neutral metal salt has a metal ratio of one. A salt having 4.5 times as much metal
as present in a normal salt will have metal excess of 3.5 equivalents, or a ratio
of 4.5.
[0028] Overbased detergents are often characterized by Total Base Number (TBN). TBN is the
amount of strong acid needed to neutralize all of the overbased material's basicity,
expressed as potassium hydroxide equivalents (mg KOH per gram of sample). Since overbased
detergents are commonly provided in a form which contains a certain amount of diluent
oil, for example, 40-50% oil, the actual TBN value for such a detergent will depend
on the amount of such diluent oil present, irrespective of the "inherent" basicity
of the overbased material. For the purposes of the present invention, the TBN of an
overbased detergent is to be recalculated to an oil-free basis. Detergents which are
useful in the present invention typically have a TBN (oil-free basis) of 100 to 800,
and in one embodiment 150 to 750, and in another, 200 or 400 to 700. If multiple detergents
are employed, the overall TBN of the detergent component (that is, an average of all
the specific detergents together) will typically be in the above ranges.
[0029] The overall TBN of the composition, including oil, will derived from the TBN contribution
of the individual components, such as the dispersant, the detergent, and other basic
materials. The overall TBN will typically be at least 5 or at least 7 or at least
10, or sometimes even at least 20. Sulfated ash (ASTM D-874) is another parameter
often used to characterize such compositions. Certain of the compositions of the present
invention can have sulfated ash levels of 0.5 to 5% or 0.8 to 4% or to 2%, for instances,
greater than 0.8%, greater than 1.0%, or even greater than 2%.
[0030] The metal compounds useful in making the basic metal salts are generally any Group
1 or Group 2 metal compounds (CAS version of the Periodic Table of the Elements).
The Group 1 metals of the metal compound include Group 1 a alkali metals such as sodium,
potassium, and lithium, as well as Group 1b metals such as copper. The Group 1 metals
can be sodium, potassium, lithium and copper, and in one embodiment sodium or potassium,
and in another embodiment, sodium. The Group 2 metals of the metal base include the
Group 2a alkaline earth metals such as magnesium, calcium, and barium, as well as
the Group 2b metals such as zinc or cadmium. In one embodiment the Group 2 metals
are magnesium, calcium, barium, or zinc, and in another embodiments magnesium or calcium.
In certain embodiments the metal is calcium or sodium or a mixture of calcium and
sodium. Generally the metal compounds are delivered as metal salts or bases. The anionic
portion of the compound can be hydroxide, oxide, carbonate, borate, or nitrate.
[0031] Such overbased materials are well known to those skilled in the art. Patents describing
techniques for making basic salts of sulfonic acids, carboxylic acids, (hydrocarbyl-substituted)
phenols, phosphonic acids, and mixtures of any two or more of these include
U.S. Patents 2,501,731;
2,61 6,905;
2,616,911;
2,616,925;
2,777,874;
3,256,186;
3,384,585;
3,365,396;
3,320,162;
3,318,809;
3,488,284; and
3,629,109.
[0032] In one embodiment the lubricants of the present invention can contain an overbased
sulfonate detergent. Suitable sulfonic acids for the sulfonate detergent include sulfonic
and thiosulfonic acids. Sulfonic acids include the mono- or polynuclear aromatic or
cycloaliphatic compounds. Oil-soluble sulfonates can be represented for the most part
by one of the following formulas: R
2-T-(SO
3-)
n and R
3-(SO
3-)
b, where T is a cyclic nucleus such as typically benzene; R
2 is an aliphatic group such as alkyl, alkenyl, alkoxy, or alkoxyalkyl; (R
2)-T typically contains a total of at least 15 carbon atoms; and R
3 is an aliphatic hydrocarbyl group typically containing at least 15 carbon atoms.
Examples of R
3 are alkyl, alkenyl, alkoxyalkyl, and carboalkoxyalkyl groups. The groups T, R
2, and R
3 in the above formulas can also contain other inorganic or organic substituents In
the above formulas, a and b are at least 1. In one embodiment, an alkali metal (e.g.
sodium) salt such as an overbased sodium arene-sulfonate detergent is present in an
amount to provide 0.004 to 0.4 percent by weight of the alkali metal to the lubricant.
[0033] Another overbased material which can be present is an overbased phenate detergent.
The phenols useful in making phenate detergents can be represented by the formula
(R
1)
a-Ar-(OH)
b, wherein R
1 is an aliphatic hydrocarbyl group of 4 to 400 carbon atoms, or 6 to 80 or 6 to 30
or 8 to 25 or 8 to 15 carbon atoms; Ar is an aromatic group (which can be a benzene
group or another aromatic group such as naphthalene); a and b are independently numbers
of at least one, the sum of a and b being in the range of two up to the number of
displaceable hydrogens on the aromatic nucleus or nuclei of Ar. In one embodiment,
a and b are independently numbers in the range of 1 to 4, or 1 to 2. R
1 and a are typically such that there is an average of at least 8 aliphatic carbon
atoms provided by the R
1 groups for each phenol compound. Phenate detergents are also sometimes provided as
sulfur-bridged species.
[0034] In one embodiment, the overbased material is an overbased saligenin detergent. Overbased
saligenin detergents are commonly overbased magnesium salts which are based on saligenin
derivatives. A general example of such a saligenin derivative can be represented by
the formula

wherein X comprises -CHO or -CH
2OH, Y comprises -CH
2- or -CH
2OCH
2-, and wherein such -CHO groups typically comprise at least 10 mole percent of the
X and Y groups; M is hydrogen, ammonium, or a valence of a metal ion, R
1 is a hydrocarbyl group containing 1 to 60 carbon atoms, m is 0 to typically 10, and
each p is independently 0, 1, 2, or 3, provided that at least one aromatic ring contains
an R
1 substituent and that the total number of carbon atoms in all R
1 groups is at least 7. When m is 1 or greater, one of the X groups can be hydrogen.
In one embodiment, M is a valence of a Mg ion (that is, ½ mole of Mg
2+) or a mixture of Mg and hydrogen. Other metals include alkali metals such as lithium,
sodium, or potassium; alkaline earth metals such as calcium or barium; and other metals
such as copper, zinc, and tin. As used in this document, the expression "represented
by the formula" indicates that the formula presented is generally representative of
the structure of the chemical in question. However, it is well known that minor variations
can occur, including in particular positional isomerization, that is, location of
the X, Y, and R groups at different position on the aromatic ring from those shown
in the structure. The expression "represented by the formula" is expressly intended
to encompass such variations. Saligenin detergents are disclosed in greater detail
in
U.S. Patent 6,310,009, with special reference to their methods of synthesis (column 8 and Example 1) and
particular amounts of the various species of X and Y (Column 6).
[0035] Salixarate detergents are overbased materials that can be represented by a substantially
linear compound comprising at least one unit of formula (I) or formula (II):

each end of the compound having a terminal group of formula (III) or (IV):

such groups being linked by divalent bridging groups A, which may be the same or different
for each linkage; wherein in formulas (I)-(IV) R
3 is hydrogen or a hydrocarbyl group; R
2 is hydroxyl or a hydrocarbyl group and j is 0, 1, or 2; R
6 is hydrogen, a hydrocarbyl group, or a hetero-substituted hydrocarbyl group; either
R
4 is hydroxyl and R
5 and R
7 are independently either hydrogen, a hydrocarbyl group, or hetero-substituted hydrocarbyl
group, or else R
5 and R
7 are both hydroxyl and R
4 is hydrogen, a hydrocarbyl group, or a hetero-substituted hydrocarbyl group; provided
that at least one of R
4, R
5, R
6 and R
7 is hydrocarbyl containing at least 8 carbon atoms; and wherein the molecules on average
contain at least one of unit (I) or (III) and at least one of unit (II) or (IV) and
the ratio of the total number of units (I) and (III) to the total number of units
of (II) and (IV) in the composition is 0.1:1 to 2.:1. The divalent bridging group
"A," which may be the same or different in each occurrence, includes -CH
2- (methylene bridge) and -CH
2OCH
2- (ether bridge), either of which may be derived from formaldehyde or a formaldehyde
equivalent (e.g., paraform, formalin).
[0036] Salixarate derivatives and methods of their preparation are described in greater
detail in
U.S. patent number 6,200,936 and
PCT Publication WO 01/56968. It is believed that the salixarate derivatives have a predominantly linear, rather
than macrocyclic, structure, although both structures are intended to be encompassed
by the term "salixarate."
[0037] Glyoxylate detergents are similar overbased materials which are based on an anionic
group which, in one embodiment, may have the structure

wherein each R is independently an alkyl group containing at least 4 or at least 8
carbon atoms, provided that the total number of carbon atoms in all such R groups
is at least 12, or in some embodiments at least 16 or 24. Alternatively, each R can
be an olefin polymer substituent. The acidic material upon from which the overbased
glyoxylate detergent is prepared is the condensation product of a hydroxyaromatic
material such as a hydrocarbyl-substituted phenol with a carboxylic reactant such
as glyoxylic acid and other omega-oxoalkanoic acids. Overbased glyoxylic detergents
and their methods of preparation are disclosed in greater detail in
U.S. Patent 6,310,011 and references cited therein.
[0038] The overbased detergent can also be an overbased salicylate which- may be an alkali
metal salt or an alkaline earth metal salt of an alkylsalicylic acid. The salicylic
acids may be hydrocarbyl-substituted salicylic acids wherein each substituent contains
an average of at least 8 carbon atoms per substituent and 1 to 3 substituents per
molecule. The substituents can be polyalkene substituents, where polyalkenes include
homopolymers and interpolymers of polymerizable olefin monomers of 2 to 16, or 2 to
6, or 2 to 4 carbon atoms. The olefins may be monoolefins such as ethylene, propylene,
1-butene, isobutene, and 1-octene; or a polyolefinic monomer, such as diolefinic monomer,
such 1,3-butadiene and isoprene. In one embodiment, the hydrocarbyl substituent group
or groups on the salicylic acid contains 7 to 300 carbon atoms and can be an alkyl
group having a molecular weight of 150 to 2000. The polyalkenes and polyalkyl groups
are prepared by conventional procedures, and substitution of such groups onto salicylic
acid can be effected by known methods. Alkyl salicylates may be prepared from an alkylphenol
by Kolbe-Schmitt reaction; alternatively, calcium salicylate can be produced by direct
neutralization of alkylphenol and subsequent carbonation. Overbased salicylate detergents
and their methods of preparation are disclosed in
U.S. Patents 4,719,023 and
3,372,116.
[0039] Other overbased detergents can include overbased detergents having a Mannich base
structure, as disclosed in
U.S. Patent 6,569,818.
[0040] The amount of the overbased detergent, in the formulations of the present invention,
is typically at least 0.6 weight percent on an oil-free basis. In other embodiments,
it can be present in amounts of 0.7 to 5 weight percent or I to 3 weight percent.
Either a single detergent or multiple detergents can be present.
[0041] Another lubricant additive is a dispersant. Dispersants are well known in the field
of lubricants and include primarily what is known as ashless dispersants and polymeric
dispersants. Ashless dispersants are so-called because, as supplied, they do not contain
metal and thus do not normally contribute to sulfated ash when added to a lubricant.
However they may, of course, interact with ambient metals once they are added to a
lubricant which includes metal-containing species. Ashless dispersants are characterized
by a polar group attached to a relatively high molecular weight hydrocarbon chain.
Typical ashless dispersants include N-substituted long chain alkenyl succinimides,
having a variety of chemical structures including typically

where each R
1 is independently an alkyl group, frequently a polyisobutylene group with a molecular
weight of 500-5000, and R
2 are alkylene groups, commonly ethylene (C
2H
4) groups. Such molecules are commonly derived from reaction of an alkenyl acylating
agent with a polyamine, and a wide variety of linkages between the two moieties is
possible beside the simple imide structure shown above, including a variety of amides
and quaternary ammonium salts. Also, a variety of modes of linkage of the R
1 groups onto the imide structure are possible, including various cyclic linkages.
The ratio of the carbonyl groups of the acylating agent to the nitrogen atoms of the
amine may be 1:0.5 to 1:3, and in other instances 1:1 to 1:2.75 or 1:1.5 to 1:2.5.
Succinimide dispersants are more fully described in
U.S. Patents 4,234,435 and
3,172,892 and in
EP 0355895.
[0042] Another class of ashless dispersant is high molecular weight esters. These materials
are similar to the above-described succinimides except that they may be seen as having
been prepared by reaction of a hydrocarbyl acylating agent and a polyhydric aliphatic
alcohol such as glycerol, pentaerythritol, or sorbitol. Such materials are described
in more detail in
U.S. Patent 3,381,022.
[0043] Another class of ashless dispersant is Mannich bases. These are materials which are
formed by the condensation of a higher molecular weight, alkyl substituted phenol,
an alkylene polyamine, and an aldehyde such as formaldehyde. Such materials may have
the general structure

(including a variety of isomers and the like) and are described in more detail in
U.S. Patent 3,634,515.
[0044] Other dispersants include polymeric dispersant additives, which are generally hydrocarbon-based
polymers which contain polar functionality to impart dispersancy characteristics to
the polymer.
[0045] Dispersants can also be post-treated by reaction with any of a variety of agents.
Among these are urea, thiourea, dimercaptothiadiazoles, carbon disulfide, aldehydes,
ketones, carboxylic acids, hydrocarbon-substituted succinic anhydrides, nitriles,
epoxides, boron compounds, and phosphorus compounds. References detailing such treatment
are listed in
U.S. Patent 4,654,403.
[0046] The lubricant composition will typically also include a metal salt of a phosphorus
acid. Metal salts of the formula

wherein R
8 and R
9 are independently hydrocarbyl groups containing 3 to 30 or to 20, to 16, or to 14
carbon atoms are readily obtainable by the reaction of phosphorus pentasulfide (P
2S
5 or P
4S
10) and an alcohol or phenol to form an O,O-dihydrocarbyl phosphorodithioic acid corresponding
to the formula

The reaction involves mixing, at a temperature of 20°C to 200°C, at least four moles
of an alcohol or a phenol with one mole of phosphorus pentasulfide. Hydrogen sulfide
is liberated in this reaction. The acid is then reacted with a basic metal compound
to form the salt. The metal M, having a valence n, generally is aluminum, lead, tin,
manganese, cobalt, nickel, zinc, or copper, or in some embodiments, zinc. The basic
metal compound may thus be zinc oxide, and the resulting metal compound is represented
by the formula

The R
8 and R
9 groups are independently hydrocarbyl groups that may be free from acetylenic and
usually also from ethylenic unsaturation. They are typically alkyl, cycloalkyl, aralkyl
or alkaryl group and have 3 to 20 carbon atoms, or 3 to 16 carbon atoms, or to 13
carbon atoms, e.g., 3 to 12 carbon atoms. The alcohol which reacts to provide the
R
8 and R
9 groups can be a mixture of a secondary alcohol and a primary alcohol, for instance,
a mixture of 2-ethylhexanol and isopropanol or, alternatively, a mixture of secondary
alcohols such as isopropanol and 4-methyl-2-pentanol. Such materials are often referred
to as zinc dialkyldithiophosphates or simply zinc dithiophosphates. They are well
known and readily available to those skilled in the art of lubricant formulation.
[0047] The amount of the metal salt of a phosphorus acid in a completely formulated lubricant,
if present, will typically be 0.1 to 4 percent by weight, or 0.5 to 2 percent by weight,
or 0.75 to 1.25 percent by weight. Its concentration in a concentrate will be correspondingly
increased, to, e.g., 5 to 20 weight percent.
[0048] The oil of lubricating viscosity will generally be selected so as to provide, among
other properties, an appropriate viscosity and viscosity index. Most modern engine
lubricants are multigrade lubricant which contain viscosity index improvers to provide
suitable viscosity at both low and high temperatures. While the viscosity modifier
is sometimes considered a part of the base oil, it is more properly considered as
a separate component, the selection of which is within the abilities of the person
skilled in the art.
[0049] Viscosity modifiers generally are polymeric materials characterized as being hydrocarbon-based
polymers generally having number average molecular weights between 25,000 and 500,000,
e.g., between 50,000 and 200,000.
[0050] Hydrocarbon polymers can be used as viscosity index improvers. Examples include homopolymers
and copolymers of two or more monomers of C2 to C30, e.g., C2 to C8 olefins, including
both alphaolefins and internal olefins, which may be straight or branched, aliphatic,
aromatic, alkyl-aromatic, or cycloaliphatic. Examples include ethylene-propylene copolymers,
generally referred to as OCP's, prepared by copolymerizing ethylene and propylene
by known processes.
[0051] Hydrogenated styrene-conjugated diene copolymers are another class of viscosity modifiers.
These polymers include polymers which are hydogenated or partially hydrogenated homopolymers,
and also include random, tapered, star, and block interpolymers. The term "styrene"
includes various substituted styrenes. The conjugated diene may contain four to six
carbon atoms and may include, e.g., piperylene, 2,3-dimethyl-1,3-butadiene, chloroprene,
isoprene, and 1,3-butadiene. Mixtures of such conjugated dienes are useful. The styrene
content of these copolymers may be 20% to 70% by weight or 40% to 60%, and the aliphatic
conjugated diene content may be 30% to 80% or 40% to 60%. These copolymers can be
prepared by methods well known in the art and are typically hydrogenated to remove
a substantial portion of their olefinic double bonds.
[0052] Esters obtained by copolymerizing styrene and maleic anhydride in the presence of
a free radical initiator and thereafter esterifying the copolymer with a mixture of
C4-18 alcohols also are useful as viscosity modifying additives in motor oils. Likewise,
polymethacrylates (PMA) are used as viscosity modifiers. These materials are typically
prepared from mixtures of methacrylate monomers having different alkyl groups, which
may be either straight chain or branched chain groups, and may contain 1 to 18 carbon
atoms or mixtures thereof. C
1-C
7 alkyl groups may be used in admixture with C
8-C
18 or higher alkyl groups.
[0053] When a small amount of a nitrogen-containing monomer is copolymerized with alkyl
methacrylates, dispersancy properties are incorporated into the product. Thus, such
a product has the multiple function of viscosity modification, pour point depressancy
and dispersancy and are sometimes referred to as dispersant-viscosity modifiers. Vinyl
pyridine, N-vinyl pyrrolidone and N,N'-dimethylaminoethyl methacrylate are examples
of nitrogen-containing monomers. Polyacrylates obtained from the polymerization or
copolymerization of one or more alkyl acrylates also are useful as viscosity modifiers.
Dispersant viscosity modifiers may also be interpolymers of ethylene and propylene
which are grafted with an active monomer such as maleic anhydride and then derivatized
with an alcohol or an amine or grafted with nitrogen compounds.
[0054] Other conventional components may also be present, including pour point depressants;
friction modifiers such as fatty esters; metal deactivators; rust inhibitors (typically
organic compounds containing an amine group, an ether group, a hydroxyl group, a carboxylic
acid, ester, or salt group, or a nitrogen-containing heterocyclic group), high pressure
additives, anti-wear additives, and antifoam agents. Any of these materials can be
present or can be eliminated, if desired. In one embodiment a rust inhibitor such
as a hydroxy-containing ether or a tartrate or citrate ester may be present in an
amount of 0.02 to 2 percent by weight.
[0055] Antioxidants (or oxidation inhibitors), including hindered phenolic antioxidants
such as 2,6-di-t-butylphenol and 2,6-di-t-butylphenol with various substituents at
the 4 position, including those derived from acrylate ester, secondary aromatic amine
antioxidants such as dialkyl (e.g., dinonyl) diphenylamine, sulfurized phenolic antioxidants,
oil-soluble copper compounds, phosphorus-containing antioxidants, molybdenum compounds
such as the Mo dithiocarbamates, organic sulfides, disulfides, and polysulfides. An
extensive list of antioxidants is found in
U.S. Patent 6,251,840.
[0056] The role of the corrosion inhibitor is to preferentially adsorb onto metal surfaces
to provide protective film, or to neutralize corrosive acids. Examples of these include,
but are not limited to ethoxylates, alkenyl succinic half ester acids, zinc dithiophosphates,
metal phenolates, basic metal sulfonates, fatty acids, amines triazoles, and dimercaptothiadiazole
derivatives.
[0058] Pour point depressants are used to improve the low temperature properties of oil-based
compositions. See, for example,
page 8 of "Lubricant Additives" by C.V. Smalheer and R. Kennedy Smith (Lezius Hiles
Co. publishers, Cleveland, Ohio, 1967). Examples of useful pour point depressants are polymethacrylates; polyacrylates;
polyacrylamides; condensation products of haloparaffin waxes and aromatic compounds;
vinyl carboxylate polymers; and terpolymers of dialkylfumarates, vinyl esters of fatty
acids and alkyl vinyl ethers. Pour point depressants are described in U.S. Patents
including 3,250,715.
[0059] As used herein, the term "hydrocarbyl substituent" or "hydrocarbyl group" is used
in its ordinary sense, which is well-known to those skilled in the art. Specifically,
it refers to a group having a carbon atom directly attached to the remainder of the
molecule and having predominantly hydrocarbon character. Examples of hydrocarbyl groups
include:
[0060] hydrocarbon substituents, that is, aliphatic (e.g., alkyl or alkenyl), alicyclic
(e.g., cycloalkyl, cycloalkenyl) substituents, and aromatic-, aliphatic-, and alicyclic-substituted
aromatic substituents, as well as cyclic substituents wherein the ring is completed
through another portion of the molecule (e.g., two substituents together form a ring);
[0061] substituted hydrocarbon substituents, that is, substituents containing non-hydrocarbon
groups which, in the context of this invention, do not alter the predominantly hydrocarbon
nature of the substituent (e.g., halo (especially chloro and fluoro), hydroxy, alkoxy,
mercapto, alkylmercapto, nitro, nitroso, and sulfoxy);
[0062] hetero substituents, that is, substituents which, while having a predominantly hydrocarbon
character, in the context of this invention, contain other than carbon in a ring or
chain otherwise composed of carbon atoms and encompass substituents as pyridyl, furyl,
thienyl and imidazolyl. Heteroatoms include sulfur, oxygen, and nitrogen. In general,
no more than two, or no more than one, non-hydrocarbon substituent will be present
for every ten carbon atoms in the hydrocarbyl group; typically, there will be no non-hydrocarbon
substituents in the hydrocarbyl group.
[0063] It is known that some of the materials described above may interact in the final
formulation, so that the components of the final formulation may be different from
those that are initially added. For instance, metal ions (of, e.g., a detergent) can
migrate to other acidic or anionic sites of other molecules. The products formed thereby,
including the products formed upon employing the composition of the present invention
in its intended use, may not be susceptible of easy description. Nevertheless, all
such modifications and reaction products are included within the scope of the present
invention; the present invention encompasses the composition prepared by admixing
the components described above.
EXAMPLES
[0064] Lubricant formulations are prepared in a standard lubricant formulation comprising
a mixture of polyalpha olefins (4 and 6 mm
2/s (cSt)) as the base oil, as well as a viscosity modifier, a mixture of calcium and
magnesium detergents, a succinimide dispersant, a sulfurized olefin, a zinc dialkyldithiophosphate,
a fatty amide friction modifier, a pour point depressant, and a foam inhibitor. A
certain amount of mineral oil is also present, supplied as diluent oil with some of
the additive components. Each sample also containes various amounts of either aminic
antioxidant and phenolic antioxidant, as shown in the following table. The test lubricants
are subject to a bench oxidation test in which a 90 g sample of the oil, contaminated
with 140 ppm Fe naphthenate, is placed into a long test tube equipped with water condenser.
The tube is immersed in a 170°C oil bath and air is delivered through a glass tube
to the bottom of the sample at the rate of 10 L/hour. Samples of the fluid (10 mL)
are removed at the time intervals noted and analyzed for kinematic viscosity at 40°C.
Viscosity (KV40, mm
2/s) as a function of time and antioxidant concentration
| |
Ex: |
1 |
2 |
3 |
4 |
5* |
6* |
| |
Phenolica |
0% |
0% |
0% |
0.3% |
3% |
3% |
| Time |
Aminicb |
2% |
1% |
0.5% |
0.5% |
0.5% |
0% |
| 0 hr |
|
71.2 |
70.8 |
69.4 |
67.2 |
74.7 |
76.2 |
| 72 hr |
|
55.0 |
53.3 |
50.5 |
48.2 |
50.3 |
50.4 |
| 96 hr |
|
54.2 |
50.6 |
46.4 |
54.2 |
57.0 |
62.6 |
| 120 hr |
|
53.6 |
49.6 |
50.1 |
53.4 |
71.6 |
113.2 |
| 144 hr |
|
53.6 |
59.1 |
66.1 |
80.1 |
172.3 |
-----c |
| 168 hr |
|
55.4 |
96.7 |
178.6 |
-----c |
-----c |
-----c |
* A comparative example
a. The phenolic antioxidant is 2,6-di-t-butyl-4-dodecylphenol. Amounts in percent
by weight
b. The aminic antioxidant is a mixture of mono- and di-nonyl diphenylamine, overall
3.9% N. Amounts in percent by weight
c. Viscosity recorded as 500 mm2/s: reported as too viscous to measure |
[0065] Although the above test was run to 168 hours, a clear differentiation among the lubricant
samples is evident at 144 hours. For Examples 1 through 4, there is little or no increase
in viscosity at this time. For Comparative Example 5, however, the viscosity at 144
hours has increased by a factor of 2.3 compared to its starting value, indicative
of the onset of significant oxidative degradation of the lubricant. This result is
believed to be reflective of the excessive amount of phenolic antioxidant present
in the sample, compounded by the comparatively low amount of aminic antioxidant.
[0066] Thus as the amount of phenolic anti-oxidant is increased to 3%, in comparative examples
5 and 6, the performance actually gets worse, whereas as the amount of the aminic
antioxidant is increased, the performance improves. When the aminic antioxidant is
removed (comparative example 6), the performance likewise gets worse, showing significant
viscosity increase even at 120 hours, whereas when the phenolic antioxidant is removed,
(examples 1 through 3) the performance is better. Thus, formulations of the present
invention lead to improved viscosity performance, indicative of improved oxidative
stability and a reduced tendency to form sludge-like deposits.
[0067] The lubricant formulation of example 4, and a second lubricant of the same composition
except containing no phenolic antioxidant and 2 percent of the aminic antioxidant
(as in Example 1), are used to lubricate a 1.8L turbo-charged engine. The engine is
fueled with a gasoline which is not particularly "dirty" with respect to sludge formation.
After running for 168 hours with each of the lubricant samples, the engine is disassembled
and inspected. The rocker cover and piston grooves are assigned merit ratings for
sludge and deposit on a scale of 0 - 10, with a rating of 10 indicating no sludge
or deposits.
| Lubricant |
Lubricant (Ex. 4) |
with more aminic AO (Ex. 1) |
| Rocker cover |
9.30 |
9.34 |
| Piston groove 1 |
0a |
0a |
| Piston groove 2 |
5.54 |
6.94 |
| Piston groove 3 |
2.86 |
4.07 |
| a. a rating of 0 for groove I indicates a fouled ring, which is an expected result
for this test |
Ratings in the piston grooves indicate a significant reduction in the amount of sludge
and deposits, as well as a modest improvement or comparable results for the rocker
cover, as the amount of the aminic antioxidant is further increased above the amount
present in the lubricant of Example 4 and as the amount of phenolic antioxidant is
reduced or eliminated.
[0068] Unless otherwise indicated, each chemical or composition referred to herein should
be interpreted as being a commercial grade material which may contain the isomers,
by-products, derivatives, and other such materials which are normally understood to
be present in the commercial grade. However, the amount of each chemical component
is presented exclusive of any solvent or diluent oil, which may be customarily present
in the commercial material, unless otherwise indicated. It is to be understood that
the upper and lower amount, range, and ratio limits set forth herein may be independently
combined. Similarly, the ranges and amounts for each element of the invention can
be used together with ranges or amounts for any of the other elements. As used herein,
the expression "consisting essentially of" permits the inclusion of substances that
do not materially affect the basic and novel characteristics of the composition under
consideration.